MU CHAPTER OF SIGMA PI EDUCATIONAL FOUNDATION INC (EIN 141902549) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Principal Officer

WAYNE FORMAN

Phone

7164836109

Tax Period

2024-07-01 to 2025-06-30

MU CHAPTER OF SIGMA PI EDUCATIONAL FOUNDATION INC, founded in 2004, is a small nonprofit in the Education sector that reported $391K in total revenue in fiscal year 2024. Revenue surged 424% from the prior year, signaling strong growth momentum.

Mission

TO FURTHER THE EDUCATION OF MEMBERS OF THE SIGMA PI FRATERNITY, MU CHAPTER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $385,751

Program Service Revenue $0

Investment Income $5,223

Other Revenue $0

TOTAL REVENUE $390,974

Expense Breakdown

Grants Paid $377,172

Salaries & Benefits $0

Fundraising Expenses $20,873

Program Expenses $389,958

Other Expenses $39,983

TOTAL EXPENSES $417,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$390,974	$74,597	+4.2%
Expenses	$417,155	$69,293	+5.0%
Net Income	$-26,181	$5,304	-5.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WAYNE FORMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRODY EHRLICH	TREASURER	1.00	Officer Director	$0	$0	$0
ZACHARY GILBERT	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT BLAKELY	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN BREDAHL	DIRECTOR	1.00	Director	$0	$0	$0
ROGER CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG DEWEY	DIRECTOR	1.00	Director	$0	$0	$0
ALEX EACKER	DIRECTOR	1.00	Director	$0	$0	$0
PETER MUTH	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS OLIE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL REINER	DIRECTOR	1.00	Director	$0	$0	$0
TOM SILVER	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH M ZANETTA	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$390,974	$417,155	$96,564	$-26,181

MU CHAPTER OF SIGMA PI EDUCATIONAL FOUNDATION INC